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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,916 | $30,385-70.7% | $56,054-84.1% | $74,400-88.0% |
| Participation rate | 90.0% | 32.9%+57.1pp | 52.5%+37.5pp | 67.2%+22.8pp |
| Annual return | 48.77% | 24.92%+23.8pp | 1705.95%-1657.2pp | 1367.51%-1318.7pp |
| Employer contribution / active EE | $513 | $609-15.7% | $1,039-50.6% | $2,624-80.5% |
| Participant deferral / active EE | $1,581 | $1,174+34.7% | $1,952-19.0% | $4,348-63.7% |
| Admin fee / account holder | $2,027 | $2,361-14.1% | $2,822-28.2% | $1,944+4.3% |